by John Rothe, CMT | Nov 16, 2017 | Financial Planning
Here are some things you might want to do before saying goodbye to 2017. What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or...
by John Rothe, CMT | Nov 8, 2017 | Retirement
Resist the temptation. Your future self will thank you Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the progress of retirement planning, even if the money is later restored. ...
by John Rothe, CMT | Nov 3, 2017 | Retirement
Financial burdens could alter their retirement prospects. Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business loans, and lingering credit card balances threaten to compromise their...
by John Rothe, CMT | Nov 1, 2017 | Financial Planning, Retirement
Investors may be lulled into a false sense of security by this market. Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major...